Using Google Sheets for Project Management: A Step-by-Step Guide

Using Google Sheets for Project Management: A Step-by-Step Guide

Most people think ​of Google Sheets as a web app for creating and viewing spreadsheets for data analysis, but ‌it can also be used for basic project management. While Sheets lacks the advanced features of ‍full-blown task-management software, you can create a spreadsheet to track the progress you and your co-workers make on ⁣a team project.

This guide goes over the elements in Google Sheets that ⁤you can use to help with project⁣ tracking. This includes using⁢ templates designed for project management, adding dropdown menus with preset status options that you and your co-workers can update as tasks are completed; and tagging co-workers to assign tasks to them.

1. Start with a project management template

Google Sheets includes ‌several templates for project management. You don’t have to use a template, of course, but ⁢it can ​give you a head ⁢start ​on designing your spreadsheet. Then you can customize it according to your project.

From⁤ Google ⁣Sheets: At the‌ top of ⁤your​ Google Sheets home ⁣page, you’ll see a “Start a new⁣ spreadsheet” header with a row of thumbnails underneath. These thumbnails are templates. Click Template gallery to the upper right of the thumbnails, and you’ll be ⁢taken ⁣to a​ full page with template⁢ thumbnails.

From Google ⁢Drive: On your Drive home page, ⁤click the New button at upper left. On the menu that appears, hold ⁢your pointer over the ⁤arrow to ‍the right of Google Sheets and select From a template. You’ll⁣ see a page with ⁤template thumbnails.

Howard Wen / ‌IDG

Save time by starting with a project management template, then adapting it⁢ for your project’s ‌needs. (Click any image in⁣ this story to enlarge it.)

On the “Template gallery” page, scroll down⁤ until you see the “Project management” header. There are four templates to choose from: Gantt‍ chart, Project timeline, Project tracking,‌ and ⁤Event marketing timeline. Click a thumbnail to start a new spreadsheet using that template.

The “Project tracking” template, for example, includes areas where you can track one or more stages of a project. Within each project or stage, you can enter specific tasks necessary to⁤ complete the project, along with a⁢ status, priority, start and end date, assignee, estimated hours, and more for each task.

Howard Wen / IDG

The Project tracking template gives your team a quick ‌leg up ‌on keeping track of all the tasks to complete a project.

Click anywhere in the spreadsheet to start adjusting it for your own ‍project.

To change any text field: ⁣Simply select it and start typing.

To change ⁤a date​ field: Type in a new date or double-click to bring up a mini-calendar where you can select a date.

To select a different option from a‌ dropdown list: Dropdown lists have a small down arrow to the right of the⁢ cell. ⁤Double-click the cell (or click its down arrow)⁢ to ‌see other options⁢ to choose from. Select one of the options and it will appear in the cell. (More on dropdowns in a moment.)

To delete any columns or rows you…

2023-11-14 02:41:02
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